Here are highlights of the app's current features:
Invoice statuses in Bitrix24 & invoice statuses in Xero
Users can create a custom ma ping between invoice statuses in Bitrix24 and Xero, i.e. users can specify what invoice status in Bitrix24 maps to what invoice status in Xero.
This allows users to use any custom invoice statuses they may have added in Bitrix24.
This mapping is done during the initial setup only, and not every time the app is used.
Create / Edit invoices in Xero
Invoice(s) from Bitrix24 can be created or updated in Xero by pressing the “Create / Edit on Xero” button.
If the invoice is already present in Xero, it is updated with all information from the invoice in Bitrix24.
If this invoice is not present, the app generates it in Xero and assigns it to the relevant contact.
All Products on the invoice in Bitrix24 are added as line items on the invoice in Xero.
If the invoice is created for a contact that does not exist in Xero, this contact is created automatically in Xero and marked as a customer.
Status updates from Xero
When the “update from Xero” button is pressed, all invoice s with their statuses are looked up from Xero .
If any invoice status has changed, for e.g. if an invoice is marked as Paid, the new status is applied to the invoice is Bitrix24.
Add Product tab
The “Add Product” tab creates a new Product in Bitrix24 and also adds it as an Item in Xero at the same time.
The added Product is available for use with invoices immediately.
This feature helps reduce human error & effort since information is only needed to be entered once for both Bitrix24 and Xero.
User access permissions
The app respects user access permissions for viewing / editing invoices .
Users will only be able to see invoices that they have privileges for.
Users can use any login with Xero to use the app.
The login to Xero is kept alive for 30 mins and the user is logged out automatically after.
Responsive design, pagination and dynamic display
The app is built with using responsive design features and thus will render on any device — desktop, mobile or tablet.
Results are also paginated for better user experience.
Users can select the number of results shown per page.
More features coming!
Additional features will soon be added to the app — these include:
[COMPLETED] Date range filter for invoices - This will allow users to filter their invoices by a date range and sync relevant invoices from Bitrix24.
Mass upload of Products from csv - This feature will be added to the "Add Product" tab.
New tab for "Contacts / Companies sync" - This tab will allow users to import Contacts from Xero as either Contacts or Companies in Bitrix24.
Payment amounts updates from Xero - This feature will update all payment amounts from Xero and apply it to the invoice in Bitrix24. This will update the "Amount paid" field. on the invoice in Bitrix24.